ThaiCapitalist research
Tourism still fine until 4Q26 for a YoY comp. 2027 let’s see. Q mark on currency given the gold trade. But then will the exporters get a bump? Delta driving us to the moon Will the auto players, non-EV, benefit in 2026 as the EV subsidies are gone? Perplexity LinkWould the players such as SAT, […]
Read More →Notable Transactions Buy(s) THB 5 mn Sell(s) THB 3.4 mn Note: It’s earnings season….naturally no trades..let’s see in March. If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →From my buddy Grok Weekly Thai News Summary (February 14-20, 2026) This summary compiles the latest developments in Thai political, national, and corporate news, drawing from web searches and expert insights on X. Key themes include the aftermath of the February 8 general election, border tensions with Cambodia, economic projections, and business expansions. Below are […]
Read More →📊 CENTEL Company Background Central Plaza Hotel Public Company Limited is a leading Thailand-based hospitality and food service group. It operates an extensive portfolio of hotels and resorts under the Centara brand across Asia and the Middle East, while its food division, Central Restaurants Group (CRG), manages prominent international franchises including KFC, Auntie Anne’s, and […]
Read More →📊 GULF Company Background Gulf Energy Development Public Company Limited is a leading energy producer in Thailand, managing a diverse portfolio of gas-fired and renewable power generation projects, as well as integrated infrastructure and digital business ventures including telecommunications and data centers. Market Cap (THB): 900.13B Market Cap (USD): ~$29.0B (at ~THB 31/USD) Current Price: […]
Read More →📊 AOT Company Background Airports of Thailand Public Company Limited is the leading airport operator in Thailand, managing six international airports including Suvarnabhumi and Don Mueang. The company provides comprehensive airport services, including aircraft landing and parking, passenger service charges, and commercial concessions, serving as the primary gateway for Thailand’s tourism and logistics sectors. Market […]
Read More →📊 BAM Company Background Bangkok Commercial Asset Management Public Company Limited is Thailand’s largest asset management company, specializing in managing non-performing loans (NPLs) and non-performing assets (NPAs) acquired from financial institutions to restructure debt and rehabilitate the real estate sector. Market Cap (THB): 25.53B Market Cap (USD): ~$823M (at ~THB 31/USD) Current Price: THB 7.90 […]
Read More →📊 PLANB Company Background Plan B Media Public Company Limited is a leading out-of-home advertising media service provider in Thailand and the ASEAN region, offering a diverse portfolio of digital and static billboards, transit media, and engagement marketing through sports and artist management businesses. Market Cap (THB): 22.27B Market Cap (USD): ~$0.72B (at ~THB 31/USD) […]
Read More →Second best performing stock market in the world. Read here: Your welcome I’m not looking forward to the 6 months of 2Q-3Q…let’s see what the impact of the new US fed chief will be… If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →Notable Transactions Buy(s) THB 100 mn Sell(s) THB 8 mn If this has helped you, please consider donating and buy me a Somtum Waffle 🙏🧇
Read More →